See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,237 | $175,202+29.7% | $149,673+51.8% | $139,434+63.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $7,457 | $5,474+36.2% | $4,818+54.8% | $4,751+57.0% |
| Participant deferral / active EE | $5,683 | $6,519-12.8% | $5,680+0.1% | $6,710-15.3% |
| Admin fee / account holder | $40,429 | $16,150+150.3% | $13,210+206.1% | $11,403+254.6% |